Abstract: The present disclosure relates to a method for determining node metrics based on node field-value pairs and electronic activities. The method includes identifying a first node profile. The method includes identifying a plurality of electronic activities associated with the first node profile. The method includes identifying a first group of node profiles of a first category with a predetermined event. The method includes selecting a second group of node profiles. The method includes parsing the plurality of electronic activities to identify creation timestamps and participant characteristics of the electronic activities. The method includes generating an input array based on the timestamps and the participant characteristics. The method includes generating, for each of the second group of node profiles, a respective array. The method includes determining a probability score indicating a likelihood that the node profile belongs to the first category.

Abstract: The present disclosure relates to systems and methods for generating new node profiles using information from electronic activities. The system is configured to maintain node profiles corresponding to unique entities; access electronic activities transmitted or received via electronic accounts associated with data source providers; identify a first email address of a sender and second email addresses of respective recipients of an electronic activity; identify that the first email address matches a value of a field of a first node profile; link the electronic activity to the first node profile; determine that a second email address of a respective recipient of the electronic activity cannot be matched to any node profile associated with the respective participant; and generate, responsive to determining that the electronic activity cannot be matched to any node profile of the plurality of node profiles, a new node profile including the second email address of the respective recipient.

Abstract: The present disclosure relates to a method for determining a completion score for a record object based on electronic activities. The method includes accessing record objects, each of which corresponds to a record object type and includes object fields having object field-values. The method includes selecting one of the record objects. The method includes identifying electronic activities transmitted or received associated with the record object. Each of the electronic activities has a timestamp indicating a receipt time or transmission time of the respective electronic activity. The method includes determining a participant of each of the electronic activities. The method includes determining a completion score indicating a likelihood of completing an event associated with the record object based on the timestamp of each of the electronic activities and the participant of each of the electronic activities. The method includes storing an association between the record object and the completion score.

Abstract: The present disclosure is related to systems and methods of merging tenant shadow systems of record into a master system of record. First tenant record objects of a first tenant system of record can be accessed. A master record object for a master system of record can be generated using the corresponding first tenant record object. A second tenant record object of a second tenant system of record can be accessed. Whether the second tenant record object is to be merged into the corresponding master record object can be determined. When determined to merge, the second tenant record object can be merged into the corresponding master record object. When determined to not merge, a new master record can be generated.

Abstract: The present disclosure relates to restricting electronic activities from being linked with record objects. According to at least one aspect of the disclosure, a method can include accessing, by one or more processors, a plurality of electronic activities, accessing a plurality of record objects of one or more systems of record, identifying an electronic activity of the plurality of electronic activities to match to one or more record objects, determining a data source provider associated with providing access to the electronic activity, and identifying a system of record corresponding to the determined data source provider. The system of record can include a plurality of candidate record objects to which to match the electronic activity. The method can include restricting the electronic activity from being linked with the at least one record object.

Abstract: The system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.

Abstract: The present disclosure relates to dynamically generating and updating confidence scores of values of fields based on data points. A system having access to a plurality of data points corresponding to electronic activities and record objects can identify a node profile of the plurality of node profiles including a plurality of fields, determine, for at least one data point of the one or more data points included in a respective value data structure of a value of a field of the plurality of fields of the node profile, a contribution score of the data point based on a time corresponding to when the data point was generated or updated. The system can then generate a confidence score of the value of the field of the node profile based on the contribution score of the at least one data point.

Abstract: Methods and systems for generating performance profiles using electronic activities linked to record objects are disclosed. Exemplary implementations may: access a record objects of a system of record of a data source provider; identify, from the record objects, a subset of record objects associated with a node profile corresponding to an entity; identify, for each record object of the subset, electronic activities linked to the record object; determine, for each record object of the subset, a respective entity engagement profile for the entity based on the electronic activities linked to the record object and one or more object field-value pairs of the record object; generate a composite entity engagement profile of the entity based on each respective entity engagement profile corresponding to each record object of the subset of record objects; and store, in one or more data structures, an association between the entity and the entity performance profile.

Abstract: The systems and methods described herein can use multiple fields with dynamically determined priorities based on field values for node resolution. The system can generate activity field-value pairs including an activity value associated with an activity field from an electronic activity. The system can determine a frequency score based on a first count of node field-value pairs that match the activity value. The system can assign a weight to the activity value based on the frequency score. The system can generate a match score of a candidate node profile indicating a likelihood that the electronic activity is transmitted or received by an account corresponding to the candidate node profile. The system can store an association between the electronic activity and the node profile selected based on the match score.

Abstract: The present disclosure relates to inferring a time zone of a node profile using electronic activities. A method can include accessing a plurality of electronic activities transmitted or received via a plurality of electronic accounts. The method can include identifying, for a node profile, a set of electronic activities sent from or received by an electronic account of the plurality of electronic accounts linked to the node profile within a time period. The method can include identifying, for each electronic activity of the set of electronic activities, a timestamp at which the electronic activity was sent or received. The method can include generating, for each of a plurality of time intervals within the time period, a temporal distribution of electronic activity based on respective timestamps of each electronic activity. The method can include determining a time zone of the node profile based on the temporal distribution.

Abstract: Methods, systems, and storage media for identifying a sequence of events and participants for record objects are disclosed. Exemplary implementations may: access record objects of a system of record; identify a subset of record objects associated with a group entity and having a first record object status; identify one or more electronic activities linked to the record objects; determine an event-participant pattern based on the electronic activities linked to the record object; identify electronic activities linked with a second record object; determine that a first event is performed by the a participant type and a second event is not yet performed by a second participant type; generate a content item identifying an action to trigger a performance of the second event; and transmit the content item to a device of a participant of at least one electronic activity linked with the second record object.

Abstract: The present disclosure relates to systems and methods for updating email addresses based on email generation patterns. The method includes accessing a plurality of electronic activities used to update a plurality of member node profiles. The method includes determining that the plurality of member node profiles is linked to a group node profile of a group entity. The methods includes identifying, for each of the plurality of member node profiles, a first field-value pair of the member node profile corresponding to an email address. The method includes determining, for each member node profile, a correlation between the email address, a second field-value pair corresponding to a first name and a third field-value pair corresponding to a last name. The method includes determining, based on the determined correlation, an electronic account identifier pattern. The method includes storing an association between the group node and the electronic account identifier pattern.

Abstract: The present disclosure relates to systems and methods for removing electronic activities from systems of record based on filtering policies. The method includes accessing record objects of one or more systems of record. The method includes identifying a plurality of electronic activities stored in a record object of one of the systems of record. The method includes parsing the plurality of electronic activities. The method includes determining that one of the electronic activities is associated with an electronic account corresponding to a data source provider. The method includes selecting one or more filtering policies associated with the electronic account. The method includes applying the selected one or more filtering policies to the plurality of electronic activities to identify a subset of electronic activities. The method includes initiating a process to cause removal of at least one electronic activity of the subset of electronic activities from the system of record.

Abstract: Systems and methods for inferring schedule patterns using electronic activities of node profiles are disclosed.

Abstract: The present disclosure relates to systems and methods for assigning tags to values of node profiles based on detected electronic activity. Exemplary implementations may: maintain node profiles; access a response to an electronic activity transmitted or received via an electronic account detect responsive to parsing the response, that the response is one of a bounce-back electronic activity indicating that the recipient of the electronic activity is invalid or an automatic responder electronic activity generated by an autoresponder of the recipient compare a communication identifier of the response to the node profile(s) to identify a node profile having a matching communication identifier; assign a respective tag to the identified at least one node profile responsive to detecting that the electronic activity is the bounce-back electronic activity or the automatic responder electronic activity; and update a node field-value pair of the identified at least one node profile based on the assigned tag.

Abstract: The present disclosure relates to methods, systems, and storage media for classifying phone numbers based on node profile data. Exemplary embodiments for classifying phone numbers based on node profile data may maintain a plurality of node profiles and generate a plurality of activity field-value pairs from an electronic activity. Each activity field-value pair of the plurality of activity field-value pairs corresponding to at least one participant of the electronic activity. Exemplary embodiments may further parse the electronic activity to identify a string corresponding to an electronic activity phone number, determine a type of phone number to which the electronic activity phone number corresponds using a data structure, identify a node profile of the plurality of node profiles corresponding to a participant of the electronic activity to which the electronic activity phone number corresponds, and update the identified node profile by the determined phone number type.

Abstract: The present disclosure relates to methods, systems, and storage media for updating field-value pairs of record objects using electronic activities matched to record objects. In particular, the present disclosure relates to a system and method for identifying an opportunity contact role of a record object. Exemplary implementations may access a plurality of record objects of a system of record; identify a first record object including a plurality of role object fields; identify at least one electronic activity based on a match score; generate a role assignment score using a role assignment policy; select a second record object; store, in at least one role object field, an association between the selected second record object and the at least one role object field.

Abstract: A method may include accessing electronic activities and record objects. The method includes identifying, for a first entity, an event generated based on data included in the first set of record objects. The event is configured to change from a first status to a second status based on an event policy specifying i) a qualifying entity type or ii) a number of electronic activities that satisfy one or more conditions. The method includes identifying a set of electronic activities to be linked to a record object of the first set of record objects. The method includes determining, using the set of electronic activities, by applying the event policy, that the event is to be changed from the first status to the second status. The method includes updating the status of the event from the first status to the second status responsive to applying the event policy.

Abstract: The present disclosure relates to a method for generating a group node profile based on member nodes. Member node profiles may be maintained. A subset of member node profiles may be identified. Each member node profile of the subset may correspond to a group entity. A set of member node fields to populate values for a group node profile of the group entity may be identified. A corresponding group node field of the group node profile may be updated in accordance with a group node population policy. A field value of the member node field to the group node field may be added. An entry to a value data structure of the field value of the group node field may be added.

Abstract: This disclosure relates to methods, systems, and storage media for generating a performance profile of a node profile. First electronic activities linked to a first node profile can be accessed. For each first electronic activity, a type of the first electronic activity can be determined. A feature extraction policy can be selected to generate a first feature array for the first electronic activity. The first feature array for the first electronic activity can be generated based on the type of the first electronic activity. A first performance profile of the first node profile can be generated for the time period by providing the generated first feature array for each first electronic activity to one or more models trained using second feature arrays corresponding to second electronic activities of second node profiles. An association between the first node profile and the first performance profile can be stored.